Sunpointe’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.31M Buy
5,074
+4,642
+1,075% +$3.17M 1.09% 24
2025
Q4
$296K Hold
432
0.1% 186
2025
Q3
$289K Sell
432
-8
-2% -$5.15K 0.1% 185
2025
Q2
$273K Buy
+440
New +$253K 0.11% 178

Other funds holding IVV

Sunpointe's IVV Position: Q1 2026 in Review

Sunpointe increased its iShares Core S&P 500 ETF (IVV) stake by 1,075% in Q1 2026, buying an estimated $3.17M and bringing the position to 5,074 shares worth $3.31M. The position accounts for 1.09% of the portfolio, ranked #24.

Sunpointe first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Sunpointe held 5,074 shares of iShares Core S&P 500 ETF worth $3.31M as of Q1 2026.
  • Sunpointe bought 4,642 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.17M.
  • iShares Core S&P 500 ETF made up 1.09% of Sunpointe's portfolio in Q1 2026, its #24 holding.
  • Sunpointe first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.